Ehrlich Financial Group’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Hold |
8,982
| – | – | 0.17% | 92 |
|
|
2025
Q1 | $246K | Hold |
8,982
| – | – | 0.18% | 89 |
|
|
2024
Q4 | $267K | Hold |
8,982
| – | – | 0.19% | 89 |
|
|
2024
Q3 | $268K | Hold |
8,982
| – | – | 0.19% | 83 |
|
|
2024
Q2 | $247K | Hold |
8,982
| – | – | 0.19% | 86 |
|
|
2024
Q1 | $256K | Hold |
8,982
| – | – | 0.22% | 82 |
|
|
2023
Q4 | $249K | Buy |
+8,982
| New | +$249K | 0.25% | 84 |
|